Filed December 18, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,892 | $159,901-57.5% | $146,958-53.8% | $145,922-53.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.21% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,398 | $5,286-35.7% | $4,933-31.1% | $4,660-27.1% |
| Participant deferral / active EE | $8,682 | $8,428+3.0% | $8,070+7.6% | $6,688+29.8% |
| Admin fee / account holder | $16,094 | $15,044+7.0% | $12,998+23.8% | $13,397+20.1% |